Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q3 2023)

As of Sep 30, 2023, the Tiger Global Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 14, 2023. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q3 2023, the filing reported:

New Buys - Arm Holdings plc, Alibaba Group Holding Limited, Maplebear Inc., DoorDash, Inc., Klaviyo, Inc. Series A, and 4 more

Increases - Amazon.com, Inc., Confluent, Inc., Grab, Nu Holdings, Alphabet Inc., and 12 more

Reductions - Apollo Global Management, Inc. , KANZHUN LIMITED - American Depo, Intuit Inc., JD.com, Inc., ServiceNow, Inc.

Complete Exits - Dlocal

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2023	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+239,760	+6.5%	$500.22M	3,935,040
Q3 2023	APO Apollo Global Management, Inc.	Apollo Global Management, Inc.	Sell	-55,821	-0.5%	$1.10B	12,285,193
Q3 2023	ARM Arm Holdings plc	Arm Holdings plc	Buy - Position Entry	+300,000	-	$16.06M	300,000
Q3 2023	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy - Position Entry	+1,476,745	-	$128.09M	1,476,745
Q3 2023	BZ KANZHUN LIMITED - American Depo	KANZHUN LIMITED - American Depo	Sell	-3,651,940	-52.5%	$50.16M	3,306,567
Q3 2023	CART Maplebear Inc.	Maplebear Inc.	Buy - Position Entry	+175,000	-	$5.20M	175,000
Q3 2023	CFLT Confluent, Inc.	Confluent, Inc.	Buy	+2,172,175	+71.9%	$153.79M	5,193,901
Q3 2023	DASH DoorDash, Inc.	DoorDash, Inc.	Buy - Position Entry	+1,225,922	-	$97.42M	1,225,922
Q3 2023	DLO Dlocal	Dlocal	Sell - Position Exit	-569,000	-100.0%	$0.00	-
Q3 2023	G4124C109 Grab	Grab	Buy	+27,876,319	+119.0%	$181.61M	51,301,788
Q3 2023	G6683N103 Nu Holdings	Nu Holdings	Buy	+41,272	+0.2%	$147.66M	20,367,180
Q3 2023	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+1,523,200	+40.0%	$698.17M	5,335,225
Q3 2023	HUBS HubSpot, Inc.	HubSpot, Inc.	Buy	+181,200	+229.4%	$128.15M	260,200
Q3 2023	INTU Intuit Inc.	Intuit Inc.	Sell	-554,300	-52.2%	$259.56M	508,000
Q3 2023	JD JD.com, Inc.	JD.com, Inc.	Sell	-11,212,964	-53.2%	$287.28M	9,861,843
Q3 2023	KVYO Klaviyo, Inc. Series A	Klaviyo, Inc. Series A	Buy - Position Entry	+35,000	-	$1.21M	35,000
Q3 2023	LLY Eli Lilly and Company	Eli Lilly and Company	Buy	+195,000	+26.9%	$493.68M	919,100
Q3 2023	LRCX Lam Research	Lam Research	Buy	+28,510	+8.3%	$231.93M	370,038
Q3 2023	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+330,800	+3.9%	$2.67B	8,895,906
Q3 2023	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+462,360	+8.2%	$1.94B	6,131,278
Q3 2023	N14506104 Elastic	Elastic	Buy - Position Entry	+1,710,000	-	$138.92M	1,710,000
Q3 2023	NOW ServiceNow, Inc.	ServiceNow, Inc.	Sell	-26,140	-4.2%	$332.28M	594,455
Q3 2023	NVDA NVIDIA Corporation	NVIDIA Corporation	Buy	+482,680	+76.8%	$483.38M	1,111,255
Q3 2023	NVO Novo Nordisk A/S	Novo Nordisk A/S	Buy	+634,500	+100.0%	$115.40M	1,269,000
Q3 2023	ODD Oddity Tech	Oddity Tech	Buy - Position Entry	+135,000	-	$3.83M	135,000
Q3 2023	PCOR Procore Technologies, Inc.	Procore Technologies, Inc.	Buy - Position Entry	+1,177,300	-	$76.90M	1,177,300
Q3 2023	PDD PDD Holdings Inc.	PDD Holdings Inc.	Buy - Position Entry	+1,368,400	-	$134.20M	1,368,400
Q3 2023	SE Sea Limited	Sea Limited	Buy	+8,331,209	+247.1%	$514.34M	11,702,820
Q3 2023	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Buy	+193,235	+10.3%	$179.17M	2,061,790
Q3 2023	TTWO Take-Two Interactive Software,	Take-Two Interactive Software,	Buy	+480,340	+10.1%	$737.89M	5,255,974

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